Instant Appraisal

Modified on Thu, 30 May at 3:36 PM

Summary

The instant appraisal feature is a lead generation tool agents can use to capture prospective sellers' details.

Instant Appraisal Link

The generic URL is https://myatrealty.com/property-report/form

Agents can have their own URL by adding the User ID. For example Jenna Smith’s User ID is 9675330 and her URL would be https://myatrealty.com/property-report/form/9675330

Agent’s cannot access their ID, they need to contact Support to retrieve this.

However, agents can access their Instant Appraisal link from their Landing Pages.

User Experience

When someone clicks on the link, they will be taken to the 1st step where they are requested to enter their address

When the address is found, it will display on screen

Next, they tell us their relationship to the Property

If Owner Occupier or Owner Investor is selected, they are asked when they are thinking about selling

Then they are asked for their details

They are then sent to the Property Report page where they can see an estimate and comparable Sales and Listings. The estimate is pulled from Pricefinder’s automated valuation model.

The Get to know agent better button will link to the atrealty website by default, however this can link to the agent’s website if there website is added to their profile REAL-5932 - Getting issue details... STATUS

If the Pricefinder cannot generate an estimate the below message will display

An email will also be sent to the User with a link to the Property Report so they can view it at anytime in the future. https://atrealtycloud.atlassian.net/wiki/spaces/RC/pages/1575780369/Email+API+Notifications+Templates+Used#Notify-Customer-about-the-ready-report

The agent will also receive an email with the leads details. https://atrealtycloud.atlassian.net/wiki/spaces/RC/pages/1575780369/Email+API+Notifications+Templates+Used#Notify-Agent-about-Instant-Appraisal-Lead

Contact & Property Creation

If the person that completed the form as selected that they are either Owner Occupier or Owner Investor

The system will automatically create the Contact and Property Record in the CRM for you.

REAL-5465 - Getting issue details... STATUS

How to use the Instant Appraisal

This is a great tool to use in marketing activities. Here are a few use cases:

  1. Include the link in Email Marketing. Newsletter, Price Updates, New Listing email, etc.

  2. Mass SMS to your database. Ex: The market is always changing. Click here to get an instant valuation on your property {insert link}

  3. QR code on Letterbox drops

  4. Printed QR displayed on the kitchen counter at Open Homes

  5. Link included in your email signature

Related Jira Tickets

HUB-168 - Getting issue details... STATUS

REAL-4458 - Getting issue details... STATUS

REAL-4883 - Getting issue details... STATUS

REAL-4865 - Getting issue details... STATUS

REAL-4852 - Getting issue details... STATUS

REAL-4755 - Getting issue details... STATUS

REAL-4527 - Getting issue details... STATUS

REAL-5253 - Getting issue details... STATUS

REAL-5271 - Getting issue details... STATUS

REAL-5465 - Getting issue details... STATUS

REAL-5931 - Getting issue details... STATUS

REAL-6115 - Getting issue details... STATUS

REAL-6296 - Getting issue details... STATUS

REAL-6410 - Getting issue details... STATUS

REAL-5932 - Getting issue details... STATUS

DTD-189 - Getting issue details... STATUS

REAL-6836 - Getting issue details... STATUS

DTD-637 - Getting issue details... STATUS

DTD-1276 - Getting issue details... STATUS

DTD-1378 - Getting issue details... STATUS

Freshdesk Article

https://www.atrealtysupport.com.au/a/solutions/articles/14000143606

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